October 18, 2023


2 Total CPE Credits


Webinar (CA): PFP Update: Understanding, Diagnosing and Experiencing 2023

  • Instructor

    Jeffrey Rattiner

Learning Objectives

• Identify the latest financial planning trends in a very different era and learn how to apply them
• Learn how this decade will continue to work differently for clients than the previous one
• Determine how to incorporate the personal financial planning process as part of the client's emotional and financial life cycle
• Determine when to evaluate insurance concerns and provide practical recommendations
• Learn which education savings plans make the most sense for the client
• Recognize investment strategies and strategies to evaluate the marketplace
• Determine financial planning issues relevant to Form 1040

Major Topics

• Cash flow management
• Insurance, investment, income tax, education, retirement and estate planning
• Understanding client issues, diagnosing client exposures and determining client solutions
• Closely held business owner strategies

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate


A basic understanding of finance.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, financial planners and industry professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

Please login to register.